How big is Zeomega, Inc.'s plan?

Zeomega, Inc.'s plan reported $11.9M in assets and 128 participants for 2024.

Original filing (PDF)20251015154239NAL0002571491001

Zeomega, Inc.

Name: Zeomega, Inc. — Zeomega, Inc. 401(k) Profit Sharing, Form 5500 (2024)
Creator: Zeomega, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Zeomega, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Zeomega, Inc.'s Zeomega, Inc. 401(k) Profit Sharing Plan held $11.9M in plan assets for 128 participants in 2024.

Signals · 1

No recordkeeper disclosed

Active participants

128

Accounts w/ balance

117

Plan assets (EOY)

$11.9M

Net assets (EOY)

$11.9M

People on this filing

Viren Gandhi signed Zeomega, Inc.'s 2024 Form 5500 as plan administrator.

Viren Gandhi — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Zeomega, Inc.'s EIN is 45-2879763.

EIN 45-2879763

Plan number 001

Plan year 2024

ACK ID 20251015154239NAL0002571491001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Zeomega, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Zeomega, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

1 pooled trust

Schedule D

28 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (20th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (21st percentile).

Plan sponsor

Name

ZEOMEGA, INC.

EIN

all filings

Address

6200 TENNYSON PKWY · STE 200 · PLANO, TX · 75024

Phone

(214) 618-9880

Industry

Information / Tech / Media

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

2 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERRILL LYNCH PIERCE FENNER & SMITH	—	PENNINGTON, NJ	INVESTMENT ADVISOR	$26K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
NOVA 401(K) ASSOCIATES	—	HOUSTON, TX	CONTRACT ADMIN	$1K	—

Investments

28 direct securities · 1 pooled fund· $22.8M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Pooled Separate Account

$10.9M

1 holding

Pooled Separate Accounts

$10.9M

26 holdings

Common Stocks

$655K

1 holding

Bonds / Notes

$274K

1 holding

					% of plan
SEPARATE ACCOUNT SCAI MASSMUTUAL LIFE INSURANCE CO. · EIN 04-1590850 / PN 000	Pooled Separate Account	—	—	$10.9M	92.2%
MFS Lifetime 2045 R6 Pooled separate accounts -	Pooled Separate Accounts	—	—	$1.9M	16.4%
Vanguard Growth Index Admrl Pooled separate accounts -	Pooled Separate Accounts	—	—	$1.5M	12.5%
MM S&P 500 Index I Pooled separate accounts -	Pooled Separate Accounts	—	—	$1.1M	9.4%
MFS Lifetime 2025 R6 Pooled separate accounts -	Pooled Separate Accounts	—	—	$840K	7.1%
MFS Lifetime 2040 R6 Pooled separate accounts -	Pooled Separate Accounts	—	—	$786K	6.6%
Fixed account: Group annuity contract -	Common Stocks	—	—	$655K	5.5%
Vanguard Mid-Cap Value Index Admrl Pooled separate accounts -	Pooled Separate Accounts	—	—	$541K	4.6%
Vanguard Total Instl Stock Adm Pooled separate accounts -	Pooled Separate Accounts	—	—	$524K	4.4%
MFS Lifetime 2050 R6 Pooled separate accounts -	Pooled Separate Accounts	—	—	$521K	4.4%
MFS Lifetime 2030 R6 Pooled separate accounts -	Pooled Separate Accounts	—	—	$491K	4.1%
Columbian Contrarian Core Inst3 Pooled separate accounts -	Pooled Separate Accounts	—	—	$306K	2.6%
Various maturity dates and * Notes receivable from participants 5.25% - 10.50% interest rates -	Bonds / Notes	—	—	$274K	2.3%
MFS Lifetime Income R6 Pooled separate accounts -	Pooled Separate Accounts	—	—	$274K	2.3%
MFS Lifetime 2035 R6 Pooled separate accounts -	Pooled Separate Accounts	—	—	$246K	2.1%
MFS Value R6 Pooled separate accounts -	Pooled Separate Accounts	—	—	$219K	1.8%
MFS Lifetime 2055 R6 Pooled separate accounts -	Pooled Separate Accounts	—	—	$207K	1.7%
Vanguard Small-Cap Index Adm Pooled separate accounts -	Pooled Separate Accounts	—	—	$192K	1.6%
JP Morgan Mid Cap Growth R6 Pooled separate accounts -	Pooled Separate Accounts	—	—	$179K	1.5%
Blackrock Ishares Russell 2000 Sm Cap Ix K Pooled separate accounts -	Pooled Separate Accounts	—	—	$168K	1.4%
Blackrock Ishares Us Aggregate Bond Ix K Pooled separate accounts -	Pooled Separate Accounts	—	—	$155K	1.3%
Invesco International Growth R6 Pooled separate accounts -	Pooled Separate Accounts	—	—	$152K	1.3%
Vanguard Total Bond Market Ind Adm Pooled separate accounts -	Pooled Separate Accounts	—	—	$130K	1.1%
MFS Corporate Bond R6 Pooled separate accounts -	Pooled Separate Accounts	—	—	$107K	0.9%
Invesco Small Cap Growth R6 Pooled separate accounts -	Pooled Separate Accounts	—	—	$105K	0.9%
American Funds Europacific Growth R6 Pooled separate accounts -	Pooled Separate Accounts	—	—	$80K	0.7%
MFS Lifetime 2060 R6 Pooled separate accounts -	Pooled Separate Accounts	—	—	$75K	0.6%
Pimco Investment Grade Credit Bond Inst Pooled separate accounts -	Pooled Separate Accounts	—	—	$68K	0.6%
Blackrock Core Bond K Pooled separate accounts -	Pooled Separate Accounts	—	—	$26K	0.2%